Marshall Wace Loads Up on BlackBerry – 21,832% Increase in One Quarter

https://fintel.io/so/us/bb/marshall-wace-llp

On August 13, 2025, hedge fund giant Marshall Wace LLP disclosed a staggering 21,832% increase in their BlackBerry holdings, jumping from just 40,400 shares in May to 8.86M shares worth $40.6M at the end of June. Even after BB’s recent pullback, the position is still valued at $33.45M. This kind of aggressive build-up is rare and signals a major conviction shift. Marshall Wace is known for moving fast when their models detect a momentum shift or an asymmetric risk/reward setup. The timing right before Q2 earnings suggests they’re betting on catalysts like QNX contract wins, secure communications growth, or regulatory tailwinds. While they’re often opportunistic and could trim quickly after a spike, right now their positioning is one of the clearest bullish institutional signals BB has seen in years.